ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,016 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.41 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $8,486,000 | -7.6% | 66,026 | -1.1% | 2.72% | -9.9% |
| Q2 2022 | $9,181,000 | -11.7% | 66,788 | +0.1% | 3.01% | +3.9% |
| Q1 2022 | $10,395,000 | +5.7% | 66,754 | +6.3% | 2.90% | +0.1% |
| Q4 2021 | $9,834,000 | +10.7% | 62,787 | +2.8% | 2.90% | -9.7% |
| Q3 2021 | $8,882,000 | +3.4% | 61,077 | +4.9% | 3.21% | -3.0% |
| Q2 2021 | $8,594,000 | +20.2% | 58,206 | +15.0% | 3.31% | +19.6% |
| Q1 2021 | $7,150,000 | +35.3% | 50,622 | +22.7% | 2.76% | -7.9% |
| Q4 2020 | $5,283,000 | +10.6% | 41,264 | -2.9% | 3.00% | +1.1% |
| Q3 2020 | $4,777,000 | +107.5% | 42,478 | +99.7% | 2.97% | +61.9% |
| Q2 2020 | $2,302,000 | – | 21,271 | – | 1.83% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Scottrade Investment Management | 1,975,903 | $187,632,000 | 25.96% |
| HOME FEDERAL BANK OF TENNESSEE | 461,553 | $43,829,000 | 25.70% |
| Miracle Mile Advisors, LLC | 521,000 | $49,474,000 | 12.35% |
| Valmark Advisers, Inc. | 4,755,045 | $451,539,000 | 11.28% |
| Regal Wealth Group, Inc. | 120,233 | $11,417,000 | 10.36% |
| FIRST HAWAIIAN BANK | 576,446 | $54,739,000 | 9.33% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 343,316 | $32,134,000 | 8.54% |
| LVZ, Inc. | 212,461 | $20,175,000 | 8.28% |
| ETF Portfolio Partners, Inc. | 98,696 | $9,372,000 | 7.47% |
| APPROPRIATE BALANCE FINANCIAL SERVICES INC. | 121,012 | $11,491,000 | 7.37% |